In the quarter ending January 31, 2010, TiVo's total subscribers fell 131,000 to 2.61 million, far fewer than the preceding quarter. However, the January quarter has typically been TiVo's "best" in terms of subscriber losses over the past several years and the 131,000 subscriber loss was its worst for a January quarter on record.

TiVo's business licensing its intellectual property (or suing for damages over it) got a big boost last week in a court win over Echostar. That's good for shareholders, because its hardware selling business has been over for quite some time. For the most January quarter, it only sold about 500 of its own TiVo DVRs a day.

TiVo subscribers July 2001- December 2009(millions, except for Change which is thousands)

TiVo-Owned

MSOs

Cumulative

Change

Jul-01

0.182

0.047

0.229

Oct-01

0.206

0.074

0.280

51

Jan-02

0.246

0.134

0.380

100

Apr-02

0.270

0.152

0.422

42

Jul-02

0.291

0.173

0.464

42

Oct-02

0.321

0.189

0.510

46

Jan-03

0.396

0.228

0.624

114

Apr-03

0.433

0.270

0.703

79

Jul-03

0.467

0.433

0.900

197

Oct-03

0.526

0.476

1.002

102

Jan-04

0.656

0.676

1.332

330

Apr-04

0.724

0.872

1.596

264

Jul-04

0.787

1.097

1.884

288

Oct-04

0.890

1.413

2.303

419

Jan-05

1.141

1.860

3.001

698

Apr-05

1.213

2.107

3.320

319

Jul-05

1.253

2.321

3.574

254

Oct-05

1.308

2.700

4.008

434

Jan-06

1.491

2.873

4.364

356

Apr-06

1.542

2.875

4.417

53

Jul-06

1.572

2.846

4.418

1

Oct-06

1.625

2.809

4.434

16

Jan-07

1.726

2.718

4.444

10

Apr-07

1.727

2.615

4.342

-102

Jul-07

1.708

2.489

4.197

-145

Oct-07

1.712

2.355

4.067

-130

Jan-08

1.745

2.201

3.946

-121

Apr-08

1.728

2.073

3.801

-145

Jul-08

1.686

1.937

3.623

-178

Oct-08

1.658

1.802

3.460

-163

Jan-09

1.654

1.681

3.335

-125

Apr-09

1.624

1.572

3.196

-139

Jul-09

1.582

1.468

3.050

-146

Oct-09

1.537

1.199

2.736

-314

Jan-10

1.465

1.140

2.605

-131

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"MSOs" refer to subscriptions sold to consumers by MSOs/Broadcasters such as DIRECTV, Cablevision Mexico, Seven (Australia), and Comcast for which TiVo expects to incur little or no acquisition costs.